Alyssa began her career at Merrill Lynch in 2013 after earning a Bachelor of Arts in Marketing as well as a Master of Business Administration from the University of Mississippi. In addition, she has obtained her CERTIFIED FINANCIAL PLANNER™ certification along with her Certificate in Financial Planning through the NYU School of Professional Studies.
Alyssa demonstrates a passion for managing client relationships and developing customized financial strategies. She delivers a high level of care for clients, striving to anticipate their needs. She is conscientious, professional, and quick to respond to client requests while helping to make every client contact a positive experience. Alyssa utilizes her marketing and event planning skills to organize educational seminars, creating opportunities for clients to learn more about wealth management.
Alyssa grew up in Mandeville and lives in Uptown New Orleans. In her free time, she enjoys exploring the city's thriving culinary scene.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.